Taking us to the next level

Brand new roles to strengthen our marketing team at this exciting time! We're looking for people who can deliver great marketing initiatives to reach our audience and develop our client community.

In this role, there is a clear focus on identifying opportunities, implementing the marketing plan set out by the commercial manager, capturing data and reporting - to ensure our marketing budget is being used in the most efficient way to generate quality enquiries.


We do not hard sell or cold call. But we do nurture and grow our inbound enquiries for those clients who could benefit from our service and support them in remaining engaged throughout their journey with us.


We want to create a community of existing clients, so along with lead generation, relationship management experience would be an advantage.

A broad mix of skills and experience

We're initially looking for two people. A marketing team leader and a marketing assistant. The team leader will take greater responsibility for delivering the plan and using the team resources to get the best results. The assistant will use their organisation skills and ability to get on and achieve things to bring the plan to life. The role will involve: • Supporting the Commercial Manager in the creation and delivery of marketing plans • Implementing plans through to successful completion • Implementing data gathering tools to monitor marketing activity • Reporting on marketing activity and its outcomes • Team Leader only - responsibility for a marketing assistant • Identifying opportunities to generate enquiries

From a technical and regulatory viewpoint, we are Independent Financial Advisers. However, we operate completely differently from traditional financial advice firms because we do not focus solely on selling financial products. Instead, we use our PlanHappy life coaching service to help people plan their life and retirement and enable them to enjoy their desired lifestyle free from worry.

We operate from The Planning Rooms at Preston Farm, Stockton on Tees and serve clients throughout Teesside and Darlington. We have a growing team of 35 people.

We tend to recruit from outside the Financial Services Industry so that our people aren’t ingrained with the ‘normal’ way of offering financial products, as we do things so differently here.

Instead, we focus on people who can bring the personal skill set and experience to be successful in their role, we can teach any of the financial knowledge that may be required.

We're looking for people who match the following:

·         Understands marketing objectives and can implement marketing plans

·         Understands the full marketing mix including digital, broadcast, events and copy writing

·         Are personable and likeable as well as professional

·         Is a self starter who can take an idea or plan and deliver it

·         Enjoys success

·         Has a head for numbers and people

·         Can identify opportunities and develop relationships

·         Can organise, prioritise and communicate exceptionally well

The role would suit someone with experience in a marketing role in a fast-paced commercial environment.

You don’t necessarily need experience of financial services, pensions or investments. We can teach you that.


What we offer

·         Employer contributory pension scheme 

·         Get out of bed every day and work with nice people doing a nice job working with nice clients in a nice place 

·         Be part of something unique and special that adds value to our clients

·         Career progression opportunities


How to apply

Please send a covering letter and CV to recruitment@joslinrhodes.co.uk

Closing Date – 16th June 2017